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About the Role
We are looking for a Senior Associate, Investment Operations, to join our Treasury team and take ownership of the operational backbone of our investment activities. This is a hands-on role spanning the full lifecycle of investment operations—from onboarding new accounts through trade execution, reporting, and continuous process improvement across multiple entities. You'll work at the intersection of finance, tax, compliance, and technology, with significant latitude to build systems and streamline workflows as we scale.
Responsibilities
- Lead end-to-end account opening processes across multiple entities and custodians
- Execute KYC/AML due diligence, documentation collection, and ongoing monitoring
- Monitor compliance with investment policies, regulatory requirements, and governance standards, and recommend process improvements to strengthen operational controls.
- Process and reconcile trade settlements across asset classes, ensuring accurate and timely execution
- Act as primary liaison with custodians, brokers, counterparties, and service providers.
- Track and Monitor cash movements, fees and expenses, capital calls, subscriptions, redemptions, corporate actions, and position reconciliations
- Analyze portfolio performance, investment holdings, and manager results across multiple entities and asset classes, identifying trends, risks, and opportunities.
- Support investment research as it relates to Foundations/ other entities
- Lead implementation and enhancement of investment operations systems.
- Develop and maintain dashboards, reporting tools, and databases to support investment reporting and operational decision-making.
- Identify process improvement opportunities and recommend enhancements to investment reporting, controls, and operational processes.
- Work closely with the tax team to provide support for tax filings, year-end audits and compliance
Requirements
- Post-Secondary Degree with emphasis on Business Administration / Finance / Accounting
- 4–5 years of experience in investment operations, fund administration, or a related role
- CFA / CPA/ CTP an asset
- Working knowledge of trade lifecycle, settlement processes, and reconciliation
- Familiarity with KYC/AML requirements and account documentation
- Strong Excel skills; experience with databases
- Detail-oriented with the ability to manage multiple priorities across entities
- Exposure to multiple asset classes (equities, fixed income, alternatives)
- Background in process automation or systems implementation
Skills
- Excel
- Databases
- Trade lifecycle
- Settlement processes
- Reconciliation
- KYC/AML requirements
- Account documentation
- Process automation
- Systems implementation
Experience Level
- 4-5 years
Education Level
- Post-Secondary Degree
Benefits
- Competitive compensation
- Health care
- Progressive and challenging workplace
- Commitment to teamwork and integrity
About the Company
- IKO Industries Ltd. is a market leader in the manufacturing of roofing and building materials.
- IKO is a Canadian owned and operated business with production facilities worldwide and has many years of unparalleled success in the roofing materials industry.
- Quality, integrity, and trustworthiness are the values that underlie this success, and we have built this company by hiring people who hold these values.
Equal Opportunity
- IKO Industries Ltd. is an equal opportunity employer.
- We are committed to diversity and inclusion and are pleased to consider all qualified applicants for employment without consideration to race, religion, creed, color, national origin, age, gender, sexual orientation, marital status, veteran status or disability.
- IKO Industries Ltd. encourages and welcomes applications from people with disabilities.
- Accommodations are available on request for candidates taking part in all aspects of the selection process.